Market Watch

After years of higher borrowing cost and inflationary pressures, the signs of the US consumer slowing are beginning to show. We ask Tim Mulholland, President, TJM Limited is the beginning of the end for the strong economy and how investors should position for this. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Singapore's 2025 national budget was tabled this week, setting aside some SGD143 billion and touted to be a budget for all Singaporeans. It also comes ahead of a general election that is due this year with incentives for various sectors, including lending, consumer goods, and green energy. Adrian Loh, Head Of Research, UOB Kay Hian Singapore, talks about the kind of boost Singapore's stock market...

Earlier this week, China's President Xi Jinping met with the CEOs of key technology companies, signaling his support of private enterprise. We discuss the implications of this on the wider economy with Vishnu Varathan, Head of Economics & Strategy for Mizuho Bank. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

On a year to date basis, the US market has underperformed their European and Chinese counterparts as concerns grow over the impact of tariffs on the market. We ask Kelvin Wong, Senior Market Analyst, OANDA if it will pay to diversify and what markets may outperform in 2025. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With Asian central banks slowing their pace of rate cuts, what impact will it have on the operations and financials of Asean's financial insitutions? Rena Kwok, Credit Analyst, Asian Financials, Bloomberg Intelligence gives us her perspective whilst telling us if we can expect a deterioration in loans growth and asset quality. Image Credits: Shutterstock.com See omnystudio.com/listener for privacy...

With the possibility of stagflation in the US, what asset classes will outperform? Laurent Lequeu, Independent Market Analyst & Writer of The Macro Butler Newsletter tells us his answers whilst we try to understand why the German and French equity markets are rallying despite their weak domestic economies. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

US markets continue to inch up despite the threats of tarrifs and interest rates staying higher for longer. We ask Michael Lai, Executive Director of OCBC Bank what investment strategy to adopt against this backdrop and if diversification is the right step even when US exceptionalism remains a theme. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Overnight the US president has ordered his administration to consider imposing reciprocal tariffs on numerous trading partners. We ask Yeap Jun Rong, Market Strategist at IG International as to what impact this will have on markets. We also ask why Asean markets have been the laggards this year compared to the US and other North Asian markets. Image Credit: Shutterstock.com See omnystudio.com/list...

Crude Palm Oil prices have rallied over the past 6 months, currently trading 6% higher on a year-to-date basis. However is there still upside to this critical edible oil and does this translate to better earnings for the listed planters? Hoe Lee Leng, Head of Regional Plantations, RHB Investment Bank gives her perspective whilst telling us her top picks for sector. Image Credit: Shutterstock.com S...

Inflation in the US remained stubbornly high in January pointing to inflation staying higher for longer. What impact does this have on markets? A question we pose to Tony Nash, CEO, Complete Intelligence whilst asking him what the impact of tariffs will be on the economy. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The buzz word for global markets of late has been tariffs with new announcements daily by President Donald Trump followed by retaliatory moves by the impacted countries. Carlos Casanova, Senior Economist, UBP breaks down the impact this has on growth and also currency markets. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Mixed data from the latest US employment report, a lower-than-expected consumer confidence and services PMI readings, dictate investment sentiment. Kingsley Jones, Chief Investment Officer, Jevons Global, shares his insights. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Markets are in a flux on the back of weak tech earnings and tariff uncertainty. Tim Mulholland, President, TJM Limited, Chicago tells us what investment strategy to adopt and if US market valuations are too rich. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Tariffs has been the buzz word this week putting markets on the edge. We ask Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank as to what impact this will actually have on the US economy and the Fed fund rate policy. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Recently the listed glove makers have rallied on the back of Malaysian companies benefiting from the US tariffs being imposed on Chinese counterparts. We ask Oong Chun Sung, Equity Research Analyst, RHB Investment Bank if all the good news has been priced in and what his top picks are. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management articulates whether the recently announced tariffs will put an end to the US bull run and if we anticipate investor sentiment shift towards Emerging Asia. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Markets remained volatile as President Donald Trump issued and then delayed tariffs against Mexico and Canada. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us what investment strategy to adopt in light of the policy changes and if we should consider European markets or gold as alternatives. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy...

Petronas, the national oil and gas company has just released their activity outlook for 2025 to 2027. Jeremie Yap, Equity Research Analyst, Maybank Investment Bank tells us the significance of this report, what this means for the listed players and who stands to benefit. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The Malaysian equity markets is one of the most unloved markets this year with a negative return of more than 5%. We ask Imran Yusof, Head of Research, MIDF as to what are the reasons for this decline and what investment strategy to adopt in these volatile markets. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Over the weekend, US President Donald Trump announced tariffs against China, Canada and Mexico threatening global trade and potential retaliation. We ask Tim Waterer, Chief Market Analyst, KCM Trade what this would mean for markets and if this would change the Fed Fund rate path to normalisation. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

The Indian stock market was the darling of investors last year, but both the Nifty 50 and the Sensex are seeing declines in January as the growth story of India falters. What are the catalysts for a re-rating of Indian stocks? We get analysis from Pramod Amthe of Incred Capital. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

As expected the US Fed held rates this week. We ask Michele Schneider, Chief Strategist, Market Gauge as to what could be gleamed from Jerome Powell's comments and also the recent results from the tech giants; Apple, Intel, Microsoft and Meta. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

With Deepseek sparking an AI-driven selloff in markets, Joe Quinlan, Chief Market Strategist from US Trust-BOA Private Wealth Management advises if this is now a buying opportunity and also whether oil refiners are heeding Trump's drill baby drill call. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.

Australia is known as the lucky country but in recent times, its economy does not seem to reflect that with growth last year expected at just 2.1%. Consensus also expects growth to be soft in 2025 at 1.9%. We ask Kingsley Jones, Chief Investment Officer, Jevons Global for his outlook on the economy and the market. We also uncover what is the best investment strategy and top buy ideas for Australia...

Kingsley Jones from Jevons Global unpacks how Trump's tariff announcement or the lack of for China will mean for markets and whether there will be more upside for US equities. Image Credit: Shutterstock.com See omnystudio.com/listener for privacy information.